Need Help Reaching More 

Plan Sponsor Prospects?

PROFESSIONAL CONTENT MARKETING

for 401(k) Advisors

BE EVERYWHERE YOUR PLAN SPONSOR PROSPECTS ARE

Your new, easy-to-follow consistent marketing program designed to get you noticed in your community and generate awareness. 

PLAN SPONSOR FACING CONTENT

BLOG ARTICLES, VIDEOS, DAILY SOCIAL MEDIA, NEWSLETTERS, EMAIL CAMPAIGNS, PLAN SPONSOR PRESENTATIONS

SAVE TIME AND REACH MORE PROSPECTS WITH COMPLIANCE FRIENDLY MARKETING

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Compliance Process
RPM Brand Standards Brochure
Compliance Calendar
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HOW DOES IT WORK?

1.

Your quarterly marketing content with your logo, contact information and disclosures.

2.

Submit your customized marketing materials to your compliance team for review.

3.

AUTOMATE
+ SEND
It's time to share your professional retirement plan marketing content. Set up an automation and share with plan decision makers.
 

WHAT'S IN THE PORTAL

SOCIAL MEDIA POSTS

Consistency on social media is the key to more exposure and brand awareness.

Every week, we will send you five social media posts that you can post and share to your favorite social media channels. The posts are curated from industry magazines and publications to ensure relevance and credibility!

NEWSLETTERS

Relevant and timely information for prospects, clients, and centers of influence

Each quarter, advisors will have access to a Lift Retirement newsletter that highlights three relevant and timely topics in the 401(k) industry. We handpick topics with the plan sponsor in mind in order to position the advisor as a trustworthy source.

BLOG ARTICLES

Demonstrate your expertise in the industry with thought leadership articles.

Every quarter, you will have three blog articles to post and send. Each of these blog articles will follow the quarterly theme. You can add these articles to your website, your social media, and even share with your email contacts with our correlating email campaigns.

EMAIL CAMPAIGNS

Stay in front of your email contacts with promotional emails and follow-up emails with clear call-to-actions.

Email marketing allows you to automate your content with the touch of a button. Utilize our email campaigns to highlight your most recent content and follow-up with contacts after they’ve read and engaged. For easy set up and implementation, use email automation features!

VIDEOS

Built trust with prospects and engage more clients with short videos

Video marketing is here to stay. More and more we find that some people love to watch more than they like to read! This is why every quarter we have a relevant and timely video for you to share with your plan sponsor clients and prospects. These videos can be added on your website, social media, and promoted to email contacts!​

INFOGRAPHICS

Visually stimulating informative pieces that clients and prospects love

With multiple plan sponsor and participant facing infographics to choose from, advisors can share these pieces over and over again. Digitally share plan sponsor infogrpahics with LinkedIn connections, print the participant infographics to bring to education meetings, or email these pieces to your prospects.

DIRECT MAIL

Print is not dead! Direct mail still creates a lasting impression when done correctly

With compelling copy and clear call-to-actions, direct mail can be used as a persuasive personal note. With 2-3 beautiful designs, advisors can choose with style fits their market demographic and incorporate them strategically into prospecting and follow-up.

ARCHIVED CONTENT

Access previous quarters content that is refined and refreshed every quarter

Retirement Plan Marketing archives and updates past content that is still relevant and timely for our clients. This way, advisors have access to quarterly refreshed content as well as evergreen content that can always be shared with prospects, clients, and centers of influence.

UNLIMITED SUPPORT

Marketing can be confusing and you may have questions.
Don't worry, we always have your back!

When advisors subscribe to Retirement Plan Marketing, a relationship manager is there every step of the way to onboard, answer questions, review content, and set up campaigns with the advisor. Once everything is in motion, the relationship advisor will continue to provide support when needed.

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About Us

Meet the Team

All materials and content, including any brochures, blog articles, newsletters, infographics, presentations, or other materials designed for potential use with plan sponsors, fiduciaries, and plan participants, must be reviewed and approved by the compliance and legal department(s) of the Financial Professional and/or Third Party Administrators firm prior to any use to confirm that they meet the firm’s legal and compliance policies and standards. The Financial Professional, Third Party Administrator,  and his/her firm are solely responsible for the use of content and any materials included herein, and for ensuring that all services provided by the Financial Professional and Third Party Administrators conform to the firm’s legal and compliance policies and standards.